Took a quick look over the Iluka website and plans for their Eneabba REE refinery (link below) and their broader titanium oxide products. Repeat, a very quick look so I may well have got things wrong below! DYOR
Eneabba | Iluka resourcesInterested in views on whether ASM and Iluka could/should be looking at partnering on a KMP style metals plant here in Aus?
Iluka at Eneabba is looking to produce TREO concentrates in Phase 2 and then onto (separated?) REE oxides in Phase 3 it seems
Their refinery is also looking to use feedstock from other WA miners so acting as a hub of sorts
Iluka also produces titanium oxides
ASM and the KMP technology sits downsteam of the above and can value add convert these oxides into metals and metal alloys (NdFeB and TiCu)
A Dubbo Metals Plant (DMP) may not be feasible with just Dubbo REE feedstock (and Dubbo has no Ti)
But add the Eneabba REE and Ti oxides to the mix and maybe it would have critical mass?
Maybe it does not have to be at Dubbo (given much of the Dubbo NdPr was destined for the KMP)
Are there other Au oxide feedstock options to underpin a DMP or maybe an AMP? (Australia Metals Plant)
ASM Price at posting:
$1.15 Sentiment: Buy Disclosure: Held
(20min delay)